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Vanguard California Tax-Exempt Bond ETF

173 hedge funds and large institutions have $872M invested in Vanguard California Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.48% less ownership

Funds ownership: 50.52%41.04% (-9.5%)

65% less call options, than puts

Call options by funds: $585K | Put options by funds: $1.66M

Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$585K
Puts
$1.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NBWM
76
North Berkeley Wealth Management
California
$825K
VST
77
Van Strum & Towne
California
$758K
VNT
78
Vanguard National Trust
Pennsylvania
$696K
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$681K
AAS
80
Ameritas Advisory Services
Nebraska
$677K
SW
81
SteelPeak Wealth
California
$660K
IFG
82
Independent Financial Group
California
$637K
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$588K
KWS
84
Keystone Wealth Services
California
$565K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$564K
SSW
86
Stone Summit Wealth
Florida
$562K
NF
87
NavPoint Financial
Minnesota
$555K
IAIM
88
International Assets Investment Management
Florida
$545K
IWC
89
Integrated Wealth Concepts
Massachusetts
$539K
TIM
90
Tortoise Investment Management
New York
$517K
Cerity Partners
91
Cerity Partners
New York
$513K
ACP
92
Argyle Capital Partners
California
$495K
SIAP
93
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$495K
Goldman Sachs
94
Goldman Sachs
New York
$488K
AC
95
AlphaCore Capital
California
$469K
FFG
96
Fiduciary Financial Group
California
$464K
IC
97
IEQ Capital
California
$455K
EFP
98
Elser Financial Planning
Indiana
$449K
BA
99
Bridgewater Advisors
New York
$438K
KFS
100
Kaizen Financial Strategies
California
$436K